Gary Alan Accountant

ALL SERVICES

Tax Returns | Bookkeeping | Analysis
Financial Reports | Consulting

A complimentary consultation is offered to everyone. A free consultation is not intended for "professional advice." In other words, your personal and business questions cannot be addressed until you first become a client.

To become a client, a standard Accountant-Client Agreement form is signed before the commencement of accountant services. You may request a new client form below.

ACCOUNTANT-CLIENT AGREEMENT FORM

EFFORTLESS TO START

 

A standard Accountant-Client Agreement is signed before the commencement of accountant services. Please complete the form below and click “SUBMIT.” I will send you an Agreement form to review, sign, and email back to me. Thank you.

Complete for an Accountant-Client Agreement form:

BOOKKEEPING
SERVICES

BOOKKEEPING

I use the leading QuickBooks Online accountant software. I work from my home office which affords you ideal pricing. Your work is never delegated or outsourced. With expertise, your projects and tasks are accomplished accurately and expediently.

I offer an integration of accountant services. Bookkeeping is essential and the basis for successful evaluation and decision-making. It is also required for tax returns.

My bookkeeping discount is $45 per hour. If you have 25 or more transactions in any bank account in any month, your rate is decreased to $40 per hour for that account.

 

TAX CONSULTING, PREPARATION,
& RETURNS

Federal Internal Revenue Service (IRS) &
All States

Tax Returns are computerized and electronic filing [eFiling] is available for expedient processing. Your federal Internal Revenue Service (IRS) and individual state tax return take approximately 1 hour to 1 1/2 hours each to complete. Actual time will be the amount of information you have to process. I invoice by the hour. There is no minimum. You may email me your tax information in advance to receive the actual cost of your tax returns before you decide to proceed.

Standard deduction.

$125 per hour. With your first 4 months DISCOUNT, your rate is decreased to $110 per hour.

Extensive tax returns and multiple tax schedules.

Sole proprietors, independent contractors, entrepreneurs, self-employed businesses, or single-member LLCs.

$150 per hour. With your first 4 months DISCOUNT, your rate is decreased to $125 per hour.

Multimember partnerships and multi-member LLCs.

$160 per hour. With your first 4 months DISCOUNT, your rate is decreased to $135 per hour.

Corporations.

”C” or ”S” corporations; and
nonprofit 501(c) organizations.

$170 per hour. With your first 4 months DISCOUNT, your rate is decreased to $145 per hour.

Estates, Trusts (Inheritance).

Final tax returns filed.

$180 per hour. With your first 4 months DISCOUNT, your rate is decreased to $155 per hour.

Prioryear and amended tax returns.

Pricing and discounts are the same as above.

CLIENT
CONSULTING,
RESEARCH,
& MISCELLANEOUS

Review of accounting records as required; research of specialized and tax topics; phone/emails/text message when ¼ hour or more is accrued each month:

$50 per hour. With your first 4 months DISCOUNT, your rate is decreased to $40 per hour. Travel, when applicable, is $25 per hour.

ADDITIONAL
FINANCIAL
REPORTS

A. Analysis Reports.
B. Balance Sheet Reports.                                                     Assets, Liabilities & Capital Overall Wealth.
C. Budgets.                                                                            Weekly & Monthly.                                                                     D. Commissions & Royalties Tracking.                                           E. E-Commerce/Internet Financial Reports.                                     F. Payroll.                                                                       Calculations, Payroll Taxes, Filing, & Payment.
G. Profit & Loss Reports.                                                            Income, Expenses & Net Profit / (Loss).
H. Sales Tax Reports.                                                      Calculations Per Locality, Filing & Payment.
I. & More.

$50-$60 per hour, depending on how extensive. With your first 4 months DISCOUNT, your rate is decreased to $45 per hour.

INDIVIDUAL RETIREMENT ACCOUNTS
(IRAs)

IRA, ROTH, 401K, SIMPLE, SEP contribution tax deductible plans for tax savings.

PAYMENT METHODS
ACCEPTED

Payment by personal check, Venmo app, PayPal, and Zelle. Debit and credit card payments are accepted.

Thank you for considering Gary Alan Accountant for the comprehensive care of your finances! – G.A.

RECOMMENDATIONS

HONESTY INTEGRITY

Gary is dedicated to his work with unswerving diligence. Gary is a highly innovative accountant, whose creative solutions make tax filing go smoothly. His work is impeccable and he has earned my trust.

C.C.

Gary has been an outstanding accountant and tax advisor: he is extremely competent and professional, yet helpful and a pleasure to interact with.

O.S.